Comparar gestores
Dos carteras, un mapa — la superposición, la convicción compartida y lo que cada una tiene que la otra no.
Third Point ⇄ Soros Fund Management
13Posiciones compartidas
5.0%Superposición de nombres (Jaccard)
15+Solo Third Point
15+Solo Soros Fund…
Posiciones compartidas · Q2 2026
| Valor | Third Point ponderación | Soros Fund… ponderación |
|---|---|---|
| AMZN Amazon.com, Inc. | 9.0% | 4.7% |
| WBD Warner Bros. Discovery… | 11.5% | 0.7% |
| GOOGL Alphabet Inc. | 7.9% | 3.5% |
| TSM Taiwan Semiconductor… | 4.7% | 4.1% |
| RH Rh | 5.1% | 0.2% |
| TPX Tempur Sealy… | 4.3% | 0.0% |
| COF Capital One Financial… | 3.6% | 0.5% |
| CRS Carpenter Technology… | 2.9% | 0.0% |
| MTZ MasTec, Inc. | 2.6% | 0.1% |
| GOOGN Alphabet Inc. Depository… | 0.2% | 1.0% |
| ARES Ares Management… | 0.9% | 0.1% |
| EROC | 0.0% | 0.1% |
| CORZ Core Scientific, Inc. | 0.0% | 0.0% |
De forma distintiva Third Point
| TDS Telephone and Data… | 5.0% |
| LYV Live Nation… | 4.5% |
| KEYS Keysight… | 4.4% |
| XYZ Block, Inc. | 4.2% |
| NSC Norfolk Southern… | 4.1% |
| FLEX Flex Ltd. | 3.6% |
| HUT Hut 8 Corp. | 3.3% |
| APG APi Group Corporation | 2.6% |
| TDG TransDigm Group… | 2.3% |
| DHR Danaher Corporation | 2.2% |
| UNP Union Pacific… | 2.0% |
| TTMI TTM Technologies, Inc. | 2.0% |
| PFGC Performance Food… | 1.6% |
| GOOGM Alphabet Inc.… | 1.4% |
| ASML ASML Holding N.V. | 1.3% |
De forma distintiva Soros Fund Management
| NVDA NVIDIA Corporation | 3.5% |
| EA Electronic Arts Inc. | 3.3% |
| AAPL Apple Inc. | 2.5% |
| LIN Linde plc | 2.3% |
| TKO TKO Group Holdings… | 1.9% |
| SMCIP | 1.8% |
| AEP American Electric… | 1.7% |
| ETR Entergy Corporation | 1.7% |
| ITRI Itron, Inc. | 1.6% |
| DLR Digital Realty Trust… | 1.6% |
| GTLS Chart Industries, Inc. | 1.4% |
| NBIS Nebius Group N.V. | 1.4% |
| WBS Webster Financial… | 1.4% |
| IDA IDACORP, Inc. | 1.4% |
| NEE NextEra Energy, Inc. | 1.3% |
Procedencia: Solapamiento calculado en tiempo real a partir de las posiciones en acciones ordinarias declaradas por ambos gestores para Q2 2026. Solo posiciones largas declaradas — las coberturas y los activos no incluidos en el 13F son invisibles. Metodología